Your First 90 Days Checklist
Just started trading? There's a stack of legal and compliance jobs with real deadlines in your first three months, and most lists bury you in steps that don't apply to you.
Answer a few questions and get a personalised PDF of exactly the steps that apply to your business, grouped by deadline, with a plain-English note on why each one matters.
Tell us about your business
We don't keep a database, so nothing is stored on this site. If you download your checklist it stays on your device. If you ask us to email it, your name and email are also shared with Fane Financial Services so an adviser can follow up about protecting your income and business.
Your personalised checklist
Emailing your checklist also shares your name and email with Fane Financial Services so an adviser can follow up. Prefer not to? Download instead.
Where this checklist ends
This covers the standard setup steps. For anything specific to your sector, or if you're unsure which items apply to your situation, these are free places to check before paying for advice:
- Tax and registration: gov.uk/set-up-business, or your accountant
- Employment questions: ACAS, free helpline
- Pensions and auto-enrolment: The Pensions Regulator
- Protecting your income and the business itself: this is a conversation for a financial adviser, not an accountant. Most new owners don't realise there's a gap here until something goes wrong. You can reach a specialist at clientcare@fanefinancialservices.co.uk.
This checklist is a general guide based on common UK requirements for new businesses and is not a substitute for professional legal, tax or financial advice. Requirements vary by sector and circumstances.